Health Care Documents

Financial Power of Attorney

Appoint someone to step in and make financial decisions on your behalf if you’re ever unable to do so on your own.

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WHAT IS FINANCIAL POWER OF ATTORNEY?

Allows you to grant authority to trusted individuals to handle your financial matters.

A Financial Power of Attorney (POA) is a legal document that allows you to grant any person authority to make financial decisions on your behalf. Your POA can be valid and in effect immediately or you can allow it to come into effect only if you become mentally or physically incapacitated.

Your Financial POA typically steps in during a medical emergency. If you are unable to communicate on your own, your Financial POA has been given the right to manage and make decisions regarding anything related to your finances. They can pay your bills, invest for you, and take care of other monetary matters that you permit.

Start your Financial POA form today to ensure that your finances will be well taken care of when you need it most.

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WHAT TO INCLUDE IN YOUR FINANCIAL POWER OF ATTORNEY

We’ll help you get it done right.

You have the power to grant your Financial POA any financial privileges of your choosing. When completing your POA form, it’s important to think about which tasks you’ll want your trusted agent to handle. Here are some of the responsibilities to consider:

  • Collecting benefits (like from a retirement account or pension)

  • Paying bills, taxes, medical expenses, or purchasing insurance

  • Managing your real estate or businesses

  • Investing your money or logging into your online bank accounts

  • Selling assets

  • Handling claims or litigation

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When does a Financial POA take effect?
When does a Financial POA end?
What is a Durable Financial Power of Attorney?
Why do I need a Financial POA?
Who should be my Financial POA?
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$159 per individual, or $259 for couples

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Plan for how you’d like to be cared for if you are ever unable to make your own decisions. Make sure trusted individuals have access to your medical records and can act on your behalf, when you need them to.

Also includes a Last Will & Testament to appoint beneficiaries and decide what happens to your assets.

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Documents

HIPAA Authorization
Living Will
Power of Attorney
Last Will & Testament

Benefits

  • Specify your health care wishes

  • Designate health care agents

  • Grant trusted individuals access to your medical records

  • Nominate child and/or pet guardians

  • Designate who will execute your last wishes

  • Leave specific gifts (money, possessions, property, etc.)

  • Determine how your assets will be distributed

  • Exclude individuals from receiving your assets

  • Determine final arrangements

  • Note special requests

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How it Works

It’s the smart, modern way to create & manage your Health Care Documents.

  • 1

    Answer a few simple questions.

    Create your Health Care Documents one question at a time by deciding what's right for you with options you can customize to your specific needs.

  • 2

    Get all of your documents delivered.

    Instantly download your documents or request a complimentary shipment of your Health Care Documents - included with your initial purchase.

  • 3

    Sign your documents at your convenience.

    Finalize your documents and make them legally binding with your signature and a notary.

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